How do I remind a person to finish their onboarding?
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"How do I remind a person to finish their onboarding?"
Sometimes people need a gentle reminder to complete their onboarding to 100%.
To send an email reminder to a person, asking them to complete their onboarding to 100%:
- First, select the person on: "Menu", then "People"
- Then while on the default "Person" tab, scroll down to: "Self onboarding"
- The percentage (at the top) shows you how complete the onboarding is.
- To send the person a reminder email, scroll down and tap: Remind
- To see what the reminder email looks like, tap the blue "see email" link.
- In the preview, you'll see a note explaining that if the person replies to the reminder email, the reply goes back to your email inbox.
- Then when you're ready to send it, tap: Yes ... send it
- And finally, you'll see a confirmation that your reminder email's been sent.
![](https://www.1st.money/s.png)
You may notice:
- That the onboarding reminder email works the same for both "Admin onboarding" and: "Self onboarding"
![](https://www.1st.money/s.png)
To learn more:
And that's it! That's everything you need to know about sending an email reminder to a person, asking them to complete their onboarding to 100%!
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